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  • $30 hourly
    Who's Xiaosa Liu? ● Xiaosa is the founder of CnAlpha Global Accounting Team on Upwork. He has 7 years experience working as a financial consultant in a consulting firm and auditor in an accounting firm. He is good at multiple currency accounting and consolidation. ● Xiaosa is a US Certified Public Accountant(CPA) and has master degree from New York. He was an senior consultant working for Top 500 companies, such as UBS, Zippo, and Compo etc. ● Xiaosa is expert in preparing the financial statement report and financial analysis. He successfully release the financial burden of the SME company. The owner of SME company can focus on their business. What services does Xiaosa provide? ● Finalized the Hong Kong/ China company audited report ● Open Hong Kong Bank, Register Hong Kong company, NAR1, SCR, Annual Audit, IRD tax filing etc. ● Providing solution to those clients who received Penalty Letter or Court Hearing etc. ● Work as client's secretary comapny to maintain their Hong Kong Company ● Dissolve the Hong Kong Company ● Setting up New Company accounts & Managing Chart of Accounts ● Recording, categorization and data entry of financial data ● Bank & Credit Card Reconciliation ● Create Invoice & Bill ● Maintaining Account Receivables & Payable ● Weekly, Monthly & Year End Reporting ● Consolidated Financial Statements, Financial Projections / Forecasting, Ratio Analysis, Key Performance Indicators ● Advance Complex Excel Modelling Assignments ● Sales Tax, VAT & Income Tax returns for IRS, HMRC ● Converting from One Software to Another ● Xero, Quickbooks Online, Wave, Zoho ● Some other task required for clients. What can you get from working with Xiaosa? ● Rich business resources in various fields in China ● Great negotiation skill which often makes unbelievable things happen. ● Deeply business financial analysis, cost-effective analysis. ● High enthusiasm to promote tough projects. ● Feasible advises on how to run your business. ● One-step service to support you expand your business. ● Have an excellent representative when you need someone to work on site.
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    Cryptocurrency
    Blockchain
    Python
    Financial Analysis
    Chinese to English Translation
    Xero
    Bookkeeping
    Financial Reporting
    Accounting
    Intuit QuickBooks
    Financial Audit
    Tax Return
    Microsoft Excel
  • $110 hourly
    Registered MEP Professional Engineer in all 50 states. Project engineer with experience in MEP consulting for clients such as hospitals, universities, government institutions and large scale residential/commercial developments. I have designed energy saving mechanical systems for clients while efficiently drafting them in programs such as AutoCAD and REVIT. Many of these projects were LEED certified projects. Project drawings were drafted under very strict CAD drafting standards in order to better facilitate contractor understanding of our project drawings. I have participated in all stages of projects from the schematic design phase to the end of construction. The primary services I offer are: 1) The design of the cooling, heating and ventilation system for existing and new projects. 2) Peer review of previously completed contractor/consultant drawings for quality control and code compliance. 3) The energy auditing of existing systems. I will review existing systems and provide recommendations regarding energy savings for your home or business. 4) Contractor bid estimating and proposal writing.
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    Electrical Design
    Load Calculation
    Plumbing
    Engineering Design
    Electrical Engineering
    Building Information Modeling
    Financial Audit
    Document Review
    Mechanical Engineering
    Drafting
    HVAC System Design
    Energy Engineering
    Energy Management
    Autodesk Revit
    Autodesk AutoCAD
  • $30 hourly
    As a professional with nearly 20 years of experience in accounting and finance, my aim is to simplify the lives of business owners by handling bookkeeping, accounting, financial reporting and analysis, and optimizing finance processes. This way, you can focus on what you love doing and growing your business. My expertise lies in organizing and maintaining accurate accounting books, as well as providing timely and reliable financial reports to help you make informed decisions. I possess key competencies in various areas such as set-up of accounting system, bookkeeping, accounts reconciliation, financial and management accounting and reporting, financial analysis, financial statement consolidation, intercompany transactions, tax preparation and reporting, and budget forecasting.
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    Accounting
    Chart of Accounts
    Financial Audit
    Invoicing
    CPA
    Month-End Close Assistance
    Financial Variance Analysis
    Income Statement
    Taxes
    Financial Statement
    General Ledger
    Bank Reconciliation
    Accounting Principles & Practices
    Intuit QuickBooks
    Bookkeeping
  • $75 hourly
    My name is Adam Baker and I am a Nonprofit CPA and Accounting Instructor at a community and technical college in the United States. I have 16 years of Nonprofit industry experience, as well as 12 years of teaching experience. I currently serve over 30 nonprofit clients with their accounting needs, including 990 (N, EZ, Full, PF), Audit/Review/Compilation, COA set up, and Accounting Oversight. I also teach both online and on campus classes in such areas as Fund/Nonprofit Accounting, Quickbooks, Payroll, Bookkeeping, Individual Income Tax, Business Tax, Business Math/Calculators. I am hardworking, trustworthy and easy to get along with!
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    Xero
    Bookkeeping
    Internal Auditing
    Financial Reporting
    Accounting
    Financial Management
    Financial Analysis
    Intuit QuickBooks
    Microsoft Excel
  • $45 hourly
    I am CPA and specialized in providing cloud accounting/online services, bookkeeping and Corporate Tax filing. Over 12 Plus years of experience to save hard earned money of clients by saving taxes and optimize bookkeeping. Some of my expertise included: # Corporate tax, GST/HST/PST filing # Account Clean-up & set-up new accounts/ Chart of Accounts and bookkeeping # Close the year end for annual tax filing # Bank & Credit Card Reconciliation # Payroll processing I have advance working knowledge in various accounting software including QuickBooks, Wave and Xero. I also worked with E-commerce clients like Shopify. So, whether you're in the start-up stage of your business or if your business is expanding and you want to save time for managing & focusing on your other business stuff, please feel free to message me.
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    Goods & Services Tax
    Tax Preparation
    Tax Accounting
    Bookkeeping
    Accounting
    Accounting Basics
    Corporate Tax
    Finance
    Accounting Software
    CPA
    Financial Analysis
    Financial Accounting
    Bank Reconciliation
    Account Reconciliation
    Intuit QuickBooks
  • $125 hourly
    More Information: maharvinaccounting.com/service-quote What type of accounting services does your company need? Simple bookkeeping? Complex accounting? Tax and budgeting services? I can handle all of the needs of your company. I have a Bachelor's of Science in Accounting, an MBA, and over 14 years of accounting experience. I am an independent contractor offering accounting, bookkeeping, and business services to small to medium sized local businesses. I am a certified Quickbooks advisor and can complete bookkeeping services remotely or at your location. I have five years of Quickbooks experience. I've been in tax preparation for businesses and individuals for the past 4 years. Bookkeeping Services: Bookkeeping services can be performed using Quickbooks Accountant edition or Quickbooks online, or a bookkeeping software of your choice. Flat Monthly Pricing Available based on number/complexity of transactions. *Weekly Deliverables* - Recording Transactions - Handling Bookkeeping Troubleshooting issues - Communication with client regarding records *Monthly Deliverables* - Financial Statements (P&L, Balance Sheet, Cash Flow) - Bank Reconciliation (can be done weekly) - Ad Hoc reporting requested by the client Quickbooks Training/Troubleshooting Many small companies have bookkeeping staff, but require training, or periodic troubleshooting. I will provide remote training via Google Meet to assist in Quickbooks troubleshooting and training, or conduct troubleshooting remotely using a online platform of your choice. Quickbooks Online troubleshooting available.
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    Financial Reporting
    GAAP
    Financial Audit
    CPA
    Corporate Tax
    Accounting
    Financial Analysis
    Financial Report
    Tax Preparation
    Communication Skills
    Tax Planning & Advisory
    Tax Return
    Balance Sheet
    Intuit QuickBooks
  • $24 hourly
    - HIPAA Certified - TOP-RATED PLUS Upwork Contractor - 100% Job Success! - Upwork Verified Identity - With over 10 years of experience in the Healthcare Industry (front to back end operations) - Administrative Assistance - Extensive background in claims and all aspects of the routine functions of a medical office - Revenue Cycle and Practice Management (Insurance Verification for patients, Claims Entry, Claims Filing, Clearinghouse Rejections, ERA/EOB Payment Posting, Denial Management, Account Receivable follow-up, Demographics and Medical Records Management, Credentialing) - Excellent People Management Skills - Email Management and Correspondence Pro - PDF Fillable Forms Pro - Long Term Clients as I put every effort into my work - Extremely organized, independent thinker, pay attention to detail, good with numbers and web research, can handle the pressure - Willing to put extra hours in if necessary
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    Benefits
    Customer Service
    Data Entry
    Spreadsheet Software
    Medical Billing & Coding
    Bookkeeping
    Payroll Accounting
    Accounts Payable
  • $80 hourly
    Centaur Digital Corp addresses the accounting and tax needs of busy business owners. As a business grows, owners have less time to devote to their accounting and tax compliance, both of which are crucial functions for any successful business. In the past, these functions were typically interwoven into a business in a way that made an in-house accounting team essential. But that has changed! There have been numerous advancements in accounting technology in recent years, and cloud computing has made them accessible and affordable for smaller enterprises. Now, small companies can take advantage of new technology to help them grow and generate larger profits. Proper implementation of these technologies, however, is paramount. Centaur Digital Corp is here to help you identify relevant accounting technologies. We work with you to implement the necessary technologies to improve the clarity and efficiency of your business’s accounting system and increase your profits. Centaur Digital Corp was founded by Vlad Rusz, who has over a decade of experience working as a senior manager of small companies and providing managerial consulting to other businesses. While working as the CEO of a previous enterprise from 2014 to 2016, Vlad Rusz achieved tremendous growth by providing business consulting and business plan services to hundreds of satisfied clients. This success earned Vlad Rusz countless 5-star ratings and various prestigious awards. At Centaur Digital Corp, we look forward to providing world-class service to our clients, helping you increase profits and achieve your business goals. We take responsibility not just for our work, but for your entire accounting and tax system! AWARDS AND ACHIEVEMENTS 2020 Quickbooks Online ProAdvisor 2020 Xero Certified Advisor 2019 Passed the CMA Exam 2018 Passed the CPA Exam 2016 Became a member of the Forbes Finance Council 2016 EY Young Entrepreneur of the Year Southeast Semi-finalist 2016 Gwinnett Pinnacle Award “Young Entrepreneur of the Year” Winner 2015 Gwinnett Pinnacle Award “Rising Star” Winner 2015 #1 Business Plan Consultant in Atlanta by Thumbtack
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    Accounting Software
    Tax Strategy
    Tax Preparation
    Tax Return
    Technical Accounting
    Quickbooks
    Microsoft Excel
    Business Plan
    Zoho Creator
    Zoho CRM
    Payroll
    Sales Tax
    Bookkeeping
    Financial Projection
    Accounting
  • $65 hourly
    Bonjour, Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables. Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter. Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition. Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en Thaïlande. De ce fait, je possède une ouverture d’esprit et une expérience élargie. Dans ma vie professionnelle, j'ai principalement travaillé en anglais et ai dû traduire des documents financiers ou plus généraux du Français à l'anglais (et vice-versa). Au cours des 15 dernières années, j'ai réussi en tant que contrôleur financier travaillant dans différents environnements (e-commerce, fabrication, commerce de gros, B2B). Mon expérience a grandi au cours des années et je suis disposée à mettre toute mon expertise non seulement pour une grande entreprise, mais aussi pour une entreprise plus petite qui a besoin d'expertise professionnelle. Vous souhaitez : • Aide à la création de votre société • Mise en place ou amélioration de votre comptabilité • Tableaux de bords, Reporting (selon différentes normes :IFRS, USGAAP) • Gestion de votre trésorerie • Implémentation de process (contrôle interne, SOX …) • Préparation et revue des états financiers • Budget et prévision, analyse des variances et pertinence des stratégies • Préparation des rapports AGE, AGO… • Préparation de vos statuts • Plan de financement • Traduction Français – Anglais en tout genre • Aide administrative Maitrise des systèmes suivants : SAP, SUN, SAGE, BPC, Cognos, Oracle, Excel, Powerpoint, Word Pour toute question ou complément d’information, n’hésitez surtout pas à me contacter.
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    Legal Translation
    Financial Planning
    Value-Added Tax
    Cost Control
    Bookkeeping
    English to French Translation
    Financial Reporting
    Managerial Finance
    International Accounting Standards
    Account Reconciliation
    Tax Preparation
    Financial Accounting
    Balance Sheet
  • $14 hourly
    I have 10 years meaningful experience in general accounting works, financial statement analysis, bookkeeping, inventory management, accounting system analysis and audit, 2 years as a teacher and 4 years corporate accounting. I passed the CPA Licensure Examination-Philippines last May 2009. I have mastery in Microsoft Office Applications eg. Word, Excel and Ppt. Can work with minimum/no supervision. Can learn any computer application with minimum time required. Excellent Professionalism. Have great leadership and interpersonal skills. Can speak, read and write English fluently
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    Accounting
    Xero
    Financial Accounting
    Bookkeeping
  • $14 hourly
    🏆 Certified Quickbooks Pro Advisor ☑️ 10+ years of bookkeeping experience ☑️ Top Rated Freelancer ☑️ Served 150+ cleints on Upwork Looking for a highly skilled Bookkeeper with expertise in Quickbooks & Xero? I am here! As a Quickbooks & Xero Certified Bookkeeper, I can help you with bank reconciliation, transactions data entry, Accounts payable, accounts Receivables, Balance sheet and income statement. I offer Quickbooks & Xero Bookkeeping services to Small & medium sized businesses, ECommerce & Self-employed professionals. With my bookkeeping services you will never have to worry about your bookkeeping again 🙂 I have more than 10 years of bookkeeping experience with mostly small to mid size companies. I am certified Quickbooks pro advisor and Xero certified partner. This working experience includes as a Virtual Bookkeeper for more than 8 years for small and medium businesses in various industry. Providing bookkeeping services, I will help you see patterns and, if necessary, make comparisons with previous years of work. I am the person to share your burden of Finances/Bookkeeping and let you focus on bringing more business in! - WHY CHOOSE ME OVER OTHER BOOKKEEPERS? ▪︎Client Reviews: I give quality services to my clients to earn their trust. The clients reviews and feedback on my profile are very important to me. ▪︎ Experienced Bookkeeper and Accountant: I am professional bookkeeper with 10 years of bookkeeping experience. Quickbooks Chart of accounts setup ▪︎Accounting Softwares: Quickbooks Pro, Quickbooks Online, Xero, wave, Quicken, Peachtree and some internal company accounting softwares. ▪︎Other Software: Asaana, Slack, Skype, A2x, Bill.com, Hubdoc, Dexit, Amazon, Shopify, Etsy, walmart ▪︎ ECommerce Accounting : Specialized in Accounting for eCommerce businesses ▪︎ Quickbooks Payroll : Hand-on experience on Quickbooks payroll and TSheets. ▪︎ Xero Payroll Expert : Xero Payroll Expert ▪︎Inventory Management : I know how to manage inventory for inventory based businesses ▪︎IFRS : Famaliar with IFRS Accounting standards If you value your time more than what you could pay someone else to do your bookkeeping, then it's time to hire a remote, part-time bookkeeper and let him take over data entry while doing what you do best-run your business. Please send me a message, and let us discuss more your needs!
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    Accounting Software
    Accounting Advisory
    Accounting Report
    Accounting Basics
    Accounting
    Light Bookkeeping
    Cash Flow Statement
    Bookkeeping
    Xero
    US Taxation
    Financial Management
    Accounting Principles & Practices
    QuickBooks Online
    Bank Reconciliation
    Financial Accounting
  • $50 hourly
    I am a cyber-security professional with experience in Information Security audits, Risk Management, Risk Assessment, Vendor Risk Assessment, Information Security Policy and procedures formulation, compliance with various security standards for several global clients and also performed cyber-security compliance assessments using NIST 800-53, NIST CSF based controls and supports remediation and mitigation activities. I have a deep understanding of various laws such as HIPAA. GDPR, Data Protection Act and standards such as ISO 27001:2013, PCI-DSS etc.
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    IT Compliance Audit
    Information Security Audit
    Financial Audit
    Data Privacy
    GDPR
    PCI DSS
    PCI
    ISO 27001
    Risk Assessment
    Cybersecurity Management
  • $15 hourly
    I am Nikka Nava, a graduate Bachelor of Business Administration major in Computer Management and Accounting. I am an Accounts Payable expert who has worked professionally with two multinational companies for over seven years. As I have been in the corporate world since I graduated in 2012. For working over the years, I have earned skills such as administrative tasks, communication, reporting, data entry, accounting, and managerial skills, to name a few. My skills mentioned below are what you are looking for: ✅Communication skills ✅Teamwork ✅Problem-solving ✅Time management ✅Critical thinking skills ✅Decision-making skills ✅Organizational skills ✅Stress management skills I can perform tasks but are not limited to: ✅Email response ✅Email management ✅Accounting software ( SAP, Brainware, Kofax, QBO) ✅Bookkeeping ✅Invoice processing ✅Invoice Resolution ✅Invoice payment processing ✅Reporting ✅Vendor master data entry ✅Data Management ✅Customer invoicing ✅Billing I have also used the below tools over the years: ✅MYOB ✅ORACLE ✅SAP ✅BRAINWARE ✅KOFAX ✅SLACK ✅OUTLOOK ✅GOOGLE SUITES ✅MICROSOFT OFFICE ✅RCAT ✅QBO ✅Xero If you liked what you saw on my profile, kindly send me an interview.
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    Xero
    Financial Accounting
    Accounting
    Expense Reporting
    PDF Conversion
    Management Skills
    Financial Report
    Balance Sheet
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Data Entry
    Bookkeeping
    Microsoft Office
  • $100 hourly
    FREE Consultations on all projects! I split my time between Las Vegas, NV and Florida to better serve my clients on each coast. Extrovert trapped in a CPA body. While I have the requisite skills and degrees to perform complex accounting functions from audits to corporate income tax returns I really love to help companies grow or get their house in order. I would be bored if I had to sit in a room auditing the same clients all day year after year. I love to help start-ups and hyper growth companies with exciting and unlimited upside. After graduating from Stetson University (1988) in Deland, FL with my Bachelor of Accounting degree and Post Baccalaureate I moved to Ft Lauderdale to work for Keefe, McCullough & Co. While there I passed the CPA exam (1989). Since then I have worked with various accounting firms from national firms to eventually opening my own practice so that I could focus on the industries that I enjoyed most. Skills: Bookkeeping, bank reconciliations, adjusting journal entries, accounts payable and receivable Cash management and forecasting Forensic accounting Financial statement preparation including balance sheet, statement of income and cash flows Prepared compilations, reviews and audited statements Income tax preparation for individuals, S-Corp, C-Corp, partnership and trust returns Sales tax and other state and local taxes Business consulting, forecasting, budgeting, Breakeven analysis Reg CF and crowdfunding experience Business plans & Investment pitch decks Managing personnel Software - Quickbooks, Netsuite, Yardi and many others on an ad hoc basis Favorite Projects: Working on various companies owned by H. Wayne Huizenga. Only person to build 3 fortune 500 companies including Waste Management, Blockbuster Video and AutoNation. I was also fortunate enough to work on some of his lesser known projects including garbage companies and bottled water in the 1980's. Somehow he knew bottled water would become the behemoth it is today. I have a great story to tell you when we meet. Industry experience: Restaurant & Bar: I grew up in Florida to an entrepreneurial family. My parents started with Fat boys BBQ and then helped open the first Sonnys BBQ franchise in Ocala, FL (1977). They then operated the second franchise in Belleview. Bussed my first table at age 8 and then slowly worked my way thru every role in these restaurants. Loved every minute of the operations. When I wasn't playing football or baseball I was working the Pit in our family restaurant. During my college years (1983-1988) I worked some bookkeeping jobs, but being near Daytona Beach in the 80's I found myself loving bartending. The restaurant bug was strong with me. While being a CPA I worked on the books for many restaurants and bars. Then in the 90's while operating my CPA firm I was part owner in a sports bar we built and operated from scratch. Eventually selling to Hooters. Late 1999 - 2006 I assisted a client grow from 1 Hungry Howie's franchise to 18 through out the state. Some were built from scratch and some were acquired. Real Estate, Construction and Development: This business always interested as my best friend in High Schools family were residential builders. Throughout my accounting career I had general contractors and many subs as clients. Subs included masonry, framing, roofing, civil engineers, surveying, concrete, landscaping, land development and site preparation. General contractors that performed residential and commercial projects. Notable achievement. Around 1998 I wanted to own my own building for my practice. Why rent forever if you can own for the same amount. After many discussions with my construction clients I decided to build my own office. Purchases 1 acre lot and built a 9,000 sq foot building. Sold 3 of the 2,250 sq ft offices to an attorney, insurance and investment firm. Made enough to own my unit for free! That first building was fun and too easy. So we then expanded. Purchased 5 acres and did the infrastructure to create almost 50,000 sq feet of pad ready building lots. all of this went really well until the Great Recession. Then I learned the hard way that things can't last forever. 2006 the family moves to Las Vegas after hurricanes beat up central Florida the prior year. One of my customers did high end construction on the strip and owned a a horse farm in Ocala. Having been friends for years I finally made the plunge. Timing is everything. work was good for a short while and the Great Recession brought Vegas to its knees. Since 2008 I have been either a CFO and controller for various companies and consult many clients. The most fun entity was the World Series of Golf that we took public. Well I am out of space to write anymore. I am happy to meet with or discuss your projects. Thank you and I look forward to assisting you with your accounting and financial needs. John
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    Accounting Advisory
    Journal Entries
    Pitch Deck
    Project Accounting
    Account Reconciliation
    Financial Statements Preparation
    Financial Accounting
    Financial Reporting
    Financial Analysis & Valuation
    Financial Projection
    Accounting Report
    Tax Accounting
    Intuit QuickBooks
    Tax Preparation Software
    Bank Reconciliation
  • $50 hourly
    10+ years working experience in Accounting, Taxation and Auditing services. Worked in reputable Chartered Accountancy Firms and listed company in Pakistan, Canada, and US. Possess a master’s degree in Commerce, Chartered Accountant from ICAEW (Member) and ACCA (Member) & ICMAP (Finalist). I am Network Member of Chartered Accountant’s Worldwide as well. I have helped organizations to perform budgeting, forecasting, and financial analysis to ensure profitability targets are met at minimum costs. Over the years have provided a wide variety of accounting services from full charge bookkeeping, payroll management, AR - accounts receivable, AP - accounts payable, auditing and business tax return preparation. I am Xero certified advisory, ProAdvisor of Quickbooks (QBO) and user of Oracle & SUN accounting software's. I can handle complete bookkeeping relating to property management and could assist property managers in managing property funds efficiently. I have managed law firms accounting and trust account reconciliations within Quickbooks. I am Clio expert and have great experience of 3way reconciliations. Here is the service I'm going to serve you best: • Maintain a Chart of Accounts • Record financial transactions, including purchases, sales, receipts and payments into journals, on either cash or accrual basis of accounting; • Manage accounts payable, including vendor bill paying; • Manage payroll and assist management in budgeting and forecasting; • Manage accounts receivable, including customer invoicing; • Perform bank reconciliations; • Post journal summaries into the general ledger at the period end; • Prepare the un-adjusted trial balance at the period end; And many more....
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    Xero
    QuickBooks Online
    US Taxation
    Buildium
    PropertyWare
    AppFolio
    Real Estate Financial Modeling
    CPA
    Financial Analysis
    Real Estate
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Account Reconciliation
    Financial Report
    GAAP
    Financial Audit
    Bank Reconciliation
  • $50 hourly
    Dear Sir/ Madam, I am a licensed CPA from the State of Illinois with a passion for helping small to medium businesses navigate the turbulent financial world and take advantage of the opportunities available. Additionally, I have 10 years of experience as a freelancer. My freelance projects include Personal Tax Preparation/Planning, Budgeting/Forecasting - Financial Reporting - Financial Analysis – Reconciliations and QuickBooks accounting (online), Sarbanes Oxley with Section 404 compliance, SEC Reporting ( 10K, 10 Q, 8K), and Valuation Services. I also provide Valuation services in the following areas : 1. Enterprise Valuation/Business Valuation. 2. Valuation required under Companies Act. 3. Valuation of Intangible Assets. 4. Valuation of ESOPs & Sweat Equity Shares. 5. Valuation for Merger & Acquisition. I am looking for projects for businesses that need online bookkeeping, accounting, tax services and Auditing in the United States. Thanking you, Yours faithfully Subhajit Guha
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    Valuation
    CPA
    Business Valuation
    People Management
    Investment Strategy
    US Taxation
    Company Valuation
    International Financial Reporting Standards
    International Accounting Standards
    Shareholder Relationship
    Tax Return
    Intuit QuickBooks
  • $20 hourly
    An experienced Chartered Accountant, with an excellent background in Bookkeeping, Financial Accounting & Reporting, Review, Audit, Financial Analysis, And Tax preparation, and have been doing this for more than 5 years. Quickbooks Online and Xero are what I specialize in. Providing virtual Accounting and CFO Services :  Financial Accounting  Professional Bookkeeping  Review & Audit financial data  Financial Statement (Profit & Loss account, Balance sheet, and Cash flow statement)  Accounts Payable and Receivable management  Tax Preparation  Reconciliation of Banks and Credit Cards.  Budgeting and Cash Flow Forecasting  Inventory Management  Financial & Operational Reporting  Management Reports  Advanced Google sheet & Excel Skills In summary Trust, reliability, timely services, and long-term relationship are the key goals of my service. Thank You!!
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    CPA
    Month-End Close Assistance
    Financial Report
    Financial Analysis
    Financial Audit
    Chart of Accounts
    Xero
    Financial Accounting
    Accounting
    Intuit QuickBooks
    Tax Preparation
    Bookkeeping
    Data Entry
    Accounting Principles & Practices
    Microsoft Excel
    Balance Sheet
  • $10 hourly
    Greetings! I am an accounting professional with over 7+ years of professional bookkeeping and accounting experience. I have had the pleasure of working for Chartered Practiced Accountant firms like Quinlan Consulting, Etax Local Accountant, Gordon QCDU, Fountain Gate Group. I am proficient in : - MYOB & Xero - - Accounting/Book-keeping - Account reconciliation - Account Receivable/Payable - Payroll, BAS, IAS, Tax return - MS Excel, Word, and PowerPoint My Qualifications: - Certified Public Accountant (CPA AUS): Feb 2020 - BCom (Finance & Accouting) - Swinburne Uni Melbourne Australia I have always been interested and enthusiastic to provide financial and consulting services and helping to solve critical problems. I feel very confident to expand my freelance career, so I can leverage my broad experience and knowledge to provide valuable services to your business. My greatest pleasure is to help you make better decisions and see your business growing Services Offered 1. Financial Planning and Analysis - Financial Forecasting, Budgeting, Preparing Annual Plan. Variance Analysis, Ratio Calculation, Analysis of Viable Projects 2. Financial Modeling for any of your potential investments. 3. Preparing Dashboards and Powerpoint presentations to provide analytical support and aid in decision making. 4. Preparation of Final Accounts for your business: Accounting, Bookkeeping/Balance Sheet/Profit and Loss 5. Bookkeeping (Quickbooks, Xero, or MYOB) - Includes Accounts Receivables, Payable, entering the payments, banking and bank Reconciliation, and all GL account reconciliation. 6. Performing any kind of financial reconciliation thereby finding all the differences and highlighting them and presenting them as per your requirements. 7. All kinds of data entry work - Proficient in MS Excel, Word, and PowerPoint 8. Preparation of automated spreadsheets and templates in MS Excel for easy day-to-day operations. I also have experience in coaching and tutoring CPA students for Finacial Accounting and Regulations. I am a reliable, prompt, quick learner, meticulous, and person who values integrity as the highest element of being professional. My passion is in building a sustainable and long-term partnership with clients. Your time is my Money. I strongly believe that my friendly personality, listed skills, and work experience, would be a great asset to your organization. Looking forward to meeting you! Best Regards Long Chau
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    eCommerce
    MYOB Administration
    QuickBooks Online
    Accounting
    Bookkeeping
    Xero
    Microsoft Excel
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    Payroll Accounting
    Financial Report
    Tax Return
  • $14 hourly
    Accounting professional ready to develop career foundation with expanding operation. Dedicated to keeping records accurate and controls tight to meet all business needs. Systematic and well-organized with strong attention to detail and mathematical acumen. Can do: * Invoicing and collections * Expense reports * Account Reconciliation * Data processing * Administrative support * Partnership accounting My skills includes but not limited: *Self-motivated professional * Proficient in using different accounting software such as QuickBooks, Epicor Eclipse, Xero and other accounting software. * Manage from start to end accounting process. * Proficient in reconciling bank, debit card, credit card. * Managed the internal and external mail functions. * Experience with work on outsource. I'm easy to study, with high energy and a driven to exceed expectations!
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Accounting
    Bookkeeping
    Multitasking
    Payroll Accounting
    Invoicing
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    Intuit QuickBooks
    Account Reconciliation
    Microsoft Excel
    General Ledger
    Cash Flow Analysis
  • $100 hourly
    I am a CPA and Quickbooks Pro Advisor dedicated to helping small businesses reach their highest potential by providing virtual accounting and financial advisory services. I'm a former Assistant Treasurer of a large hedge fund where I was responsible for the financial operations of a $400 million fund. I also have accounting experience in other fields such as real estate, retail and consumer products obtained during my time as an auditor working for Ernst & Young (Big 4 public accounting firm). As a certified QBO Pro Advisor, I can provide assistance with company setup, transaction updates, data review and cleanup, bank reconciliation, payroll, sales tax setup and management, inventory, monthly management reports, and annual company reports for year-end closing, reporting and auditing needs.
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    CPA
    Financial Reporting
    Resume Writing
    Fund Accounting
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Financial Audit
    Account Reconciliation
    Microsoft Excel
  • $75 hourly
    QuickBooks Online & Desktop EXPERTISE! Certified QuickBooks ProAdvisor Elite Tier QuickBooks Desktop and Online Training & Tutoring sessions provided! RightNetworks (Rightworks) cloud acces. QB Software I currently use: QBDT Enterprise Accountant 2024, 2023, 2022 QB Online Accountant current 2023 QBDT Premiere Accountant Plus 2024, 2023, 2022 .....to meet all of your QuickBooks needs!! s. I also provide QuickBooks Online and Desktop tutoring, training sessions via screen share for hands on experience! Experienced with QuickBooks from initial company set up, migrations, cleanups, app integration, reconciliations, daily management, invoicing, bill pay, banking, budgeting, cash flow, month and year-end close, quarterly, monthly, semi-annual and annual reviews, complete Books Review, P&L reports, Balance Sheet, taxes and tax prep, and everything in between, including "how to" QuickBooks consultations, tutoring and training sessions via Zoom Video Call. I am thorough, accurate, cost efficient, and flexible with my hourly rates depending on the project. QuickBooks ProAdvisor Platinum Status Certification, holder of accumulated CPE Accreditation. Open to offers and or referrals. All work is completed accurately, in balance, and cost efficiently! Flexible scheduling to meet your time zone!! I have over 35 years of experience, education, skills and knowledge in bookkeeping and accounting, working with QuickBooks including QuickBooks Desktop and QBOnline Accountant with various industry clientele. I can guarantee your utmost satisfaction with my work and continued success and progress on short and long-term assignments.
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    PDF Conversion
    Video Cleanup
    Training
    Accounting
    Accounts Payable Management
    Accounts Receivable Management
    Account Reconciliation
    Financial Audit
    Intuit QuickBooks
    Bank Reconciliation
    Balance Sheet
  • $150 hourly
    I am a bilingual CPA. I worked for top tier accounting firms in US, specializing in financial service. I am an experienced professional with total seven years performing assurance services, which includes Audit, Review, Compilation, Agreed-upon procedures and etc. The assurance services were provided to public and private Management Companies, small to mid-size Hedge Funds, public and private banks and industrial clients. Now, I offer full accounting services to small hedge funds, small businesses, startups, immigrant families and individuals. Please see below for a full list of services provided. I have extensive experience of performing financial statement audits, reviews, compilations, accounting researches under US GAAP, corporate finance and operational finance. I am familiar with using QuickBooks and Wave. My goal is to give my clients back time and peace of mind by taking care of their back office so they can focus on growing their business. I can be their one-stop shop for all their essential business services – outsourced controller, accounting, bookkeeping, payroll and more. **List of Services** -Auditing Contractor -Review of Financial Statements -Compilation of Financial Statements -Outsourced Accounting and Bookkeeping Services(monthly basis or one time project) -Audit of Accounts -Individual Tax -Business Analytics - Tableau, SQL -Financial Planning LINS Accounting & Advisory, LLC
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Financial Reporting
    GAAP
    Technical Accounting
    Financial Report
    Chart of Accounts
    Financial Accounting
    Account Reconciliation
    Financial Audit
    Bank Reconciliation
    Accounting Basics
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
  • $50 hourly
    With over ten years of experience in multinational corporate, nonprofit healthcare and small businesses of varying industries, I will add value to your organization by providing accurate and efficient accounting services. Process improvement is a passion of mine and I am always seeking ways to improve efficiency and efficacy. I specialize in providing the below services: • Accounts Payable and Receivable • Financial Statement Preparation • General Ledger Journal Entries • GL Account Reconciliations • Bank Account Reconciliations • Financial Analysis Systems: • QuickBooks Certified Pro Advisor • SAP • Appfolio • Blackline • Sage Fixed Assets • Excel • Blackline • TSheets
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Cash Flow Statement
    Workday
    Epic Systems Medical Software
    Accounts Receivable Management
    Accounting
    Bookkeeping
    Accounts Payable Management
    Intuit QuickBooks
    General Ledger
    BlackLine
    Income Statement
    GAAP
    Bank Reconciliation
    Microsoft Excel
    SAP
  • $15 hourly
    Accounting is what I do best while you can take care of the rest! I am a dedicated CPA with experience in developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. An expert at establishing accounting functions, systems and best practices for cost-reduction, automation and tax strategies. I am focused on providing exceptional client services and believe in generating measurable and tangible results in the books. My expertise includes Bookkeeping and Accounting services, preparation and analysis of Financial Statements, US/State Tax Compliance (preparation of US corporate and individual tax returns), tax planning and structuring and data entry work. Additionally, I have extensive experience with preparation of business tax returns for Sole Proprietorships, LLC’s, Partnerships S-Corporations, C-Corporations and foreign entities. I help clients on filing Quaterly/Annually: GST, HST and PST in Canada. BAS, PAYG and GST in Australia Corporation tax, National Insurance, PAYE, Self- assessment in UK and filing with HMRC and Companies house. State and federal taxes in US I have worked for clients across different geographies like India, USA, Canada, Australia, UK, Europe, Singapore, Africa and Middle East. I have extensive experience in working with the clients from various sectors like Real Estate, Manufacturing, Retail, Professional Services, etc. I am committed to highest levels of quality services within agreed timelines. I can fully assure you of complete data integrity, confidentiality and conflicts of interest. I am a qualified Chartered Accountant from ICAI, India and a B. Com (Honors) graduate from Shri Ram College of Commerce, Delhi University. I am also a certified Intuit QuickBooks Proadvisor, Xero, Wave, Myob, Clearbooks, Freshbooks, Zohobooks & Sage bookkeeper.
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Amazon Seller Central
    Stripe
    Financial Statement
    Communication Skills
    Limited Liability Company
    MYOB Administration
    GAAP
    IRS Resolution
    Property Tax
    CPA
    Corporate Governance
    Financial Report
    Administrative Support
    Budget Management
    Intuit QuickBooks
  • $300 hourly
    Best CPA recover your ERC + SOLAR TAX CREDITS FOR BUSINESSES + BUSINESS TAX CREDITS + IRS Support The IRS warned employers to be wary of third parties who are advising them to claim the Employee Retention Credit (ERC) when they may not qualify. Some third parties are taking improper positions related to taxpayer eligibility for and computation of the credit. These third parties often may not inform taxpayers that wage deductions claimed on the business' federal income tax return must be reduced by the amount of the credit. If the business filed an income tax return deducting qualified wages before it filed an employment tax return claiming the credit, the business should file an amended income tax return to correct any overstated wage deduction. irs.gov/coronavirus/frequently-asked-questions-about-the-employee-retention-credit The service to Recover the 2020 + 2021 Employee Retention Tax Credit includes: ☑ Free Estimate ☑ Eligibility / qualification ☑ IRS Support ☑ Fixed Fee Pay Higher Taxes? * ☑ Analysis of Income Tax Return Liability prior Filing ERC If you would like to schedule a meeting to obtain more information about the ERTC, please contact me @ cpawolfe.com/erc-consultation/ola/services/free-estimate-refundable-payroll-tax-credit-1 The federal government established the Employee Retention Credit (ERC) to provide a refundable employment tax credit to help businesses with the cost of keeping staff employed. I am available year-round, and I can be your one point of contact for multiple business needs (i.e. consulting, accounting, payroll support, taxes, tax planning, financial planning, and financial statements preparation or review). I am a QuickBooks Certified ProAdvisor and a Certified Public Accountant (Florida License) with 20 years of professional experience in the accounting field. Throughout my career, I have held positions as director, senior auditor, and tax associate with multinational companies and US big four accounting firms - PwC and KPMG. These companies encouraged great interaction with a diverse portfolio of clients from different cultures and countries. I started my Firm in 2016 serving start-ups and small to medium-sized businesses. I work remotely with multiple clients requiring accounting review and tax compliance. As part of my services package, I provide tax recovery services, tax planning, and business tax returns preparation. cpawolfe.com/irs-tax-refund
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    CPA
    Financial Analysis
    Compliance
    QuickBooks Online
    Financial Reporting
    Financial Management
    Financial Accounting
    Tax Filings
    Tax Return
    Financial Audit
    Bookkeeping
    Tax Preparation
    Intuit QuickBooks
  • $95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Financial Modeling
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Pro Forma Statement
    Financial Projection
    Startup Consulting
    Construction
    Cash Flow Modeling
    Financial Analysis
    Accounting
    Cash Flow Analysis
    Financial Accounting
    Business Planning & Strategy
  • $30 hourly
    When it comes to ME, its all about serving YOU! Are you fed up with people who make you false promises, and then vanish in thin air? Has someone recently messed up your books causing you a lot of problems? Are you even more frustrated with people who promised to clean up your books and left them even more messy? Do you want to your financial work done to a higher quality standard that complies with Generally Accepted Accounting Principles? Do you want to meet your bookkeeping/accounting deadlines before the tax season? Do you want to work with someone to whom you are easily able to communicate? Do you want work that is cost effective, at the same time, good value for your money? And above all, Do you want someone who you can trust? If you look forward to a solid, fruitful and long lasting business relationship and require services in Bookkeeping, Financial Accounting, Financial Reporting or Cost Management, we should definitely talk. Please do not hesitate to contact me for a "No-obligation" chat or call. WHAT AM I ABLE TO HELP YOU WITH? At its base, I can help you with - Designing/reviewing your Chart of Accounts (COA), which is the foundation of your bookkeeping and accounting system, as to whether it is up to the mark for your business or whether it needs improvement. -Managing the Accounts Receivable and Accounts Payable worflows for you, -carrying out and reviewing your bank and credit card reconciliations, help you remove unneeded transaction and advise you as to how you could further improve your recon processes. -preparing financial statements, especially when it comes to adjusting for inventory, accruals, prepayments, depreciation and tax related transactions. -filing abbreviated accounts with UK Companies House and CT 600 forms One level up and it’s the following services: • If you have a messy set of books and are looking for someone to clean them up, then I am excited to help you! • If you want to plan for your future’s business but don’t know where to start, I can assist you in creating a financial plan • If you have budgets and forecasts in place but are not getting enough benefit out of them, I can assist in tweaking budgets and forecasts, looking at the underlying reasons of cost over runs and underspends with you, ensuring you use your budgets and forecasts in the most optimum form. • If you want to know how much your business has earned, what your cash flow is like and how much return you made on your employed capital, I can gladly assist. • If you want to create smooth workflows and effective controls at your organization, I am more than available to you. • If you want to make important decisions such as how much to sell and at what price in order to stay above the breakeven line. • If you are lost and cannot make a decision as to whether you should buy or invest in a particular business, I can sure be of use. • If you are selling your business or merging with another business and need some serious help with the books, then I am your choice! • If you would like a detailed but eye catching Business Plan made for you, I am more than happy to assist. WHY CHOOSE ME? You get the following benefits of working with me: • I have more than 10,000 hours of experience • I have an established 93% long term client retention rate • I boast a powerful, Twin Server, Integrated computer setup • I have proven experience in working with software such as Quickbooks Desktop/Online, MS Office Suite, Peachtree, Gusto, Bill.com,Freeagent, Asana and many more! • I am an honest person who only promises what he can deliver • I hold myself totally responsible for my work • I am always attentive to detail • When I start working with you, I make myself available to you for calls, meetings and collaborations • You would also find me very punctual • Being an analytical person, I would always question anything I deem to be out of place • I am deliberative so I try my best to explain the case scenario to you • I believe in getting the goals completed on time and to a good standard of your satisfaction WHO AM I? I am an Advanced Certified Intuit Quickbooks ProAdvisor (Online), Certified Xero Advisor, Cost & Management Accountant and Certified Financial Consultant, having more than 10 years of experience, specifically in the US market. If you are looking for a VALUE ADDED service that is second to none, I will be more than glad to serve you and rest assured, YOU WILL NOT BE DISAPPOINTED!
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Budget Plan
    Accounts Receivable Management
    Accounts Payable Management
    Financial Forecast
    Financial Modeling
    Cost Accounting
    Xero
    Bookkeeping
    Accounting
    International Accounting Standards
    Financial Audit
    Accounting
    Financial Accounting
    Bank Reconciliation
    Intuit QuickBooks
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How to Hire Top Financial Auditors

FINANCIAL AUDITORS

What is a financial audit? 

A financial audit is the inspection of an individual’s or organization’s financial statements in accordance with accounting standards.

Here’s a quick overview of the skills you should look for in financial audit professionals:

  • Financial auditing
  • Accounting
  • Financial analysis

Why do you want to hire financial auditors?

The trick to finding top financial auditors is to identify your needs. Is your goal to find an impartial third party to audit your cash flow statements and balance sheet? Will you also need localized expertise to ensure your financial statements are in compliance with local laws and regulations? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

HOW TO HIRE FINANCIAL AUDITORS

A financial auditor can help you ensure your internal accounting practices are in compliance with government regulations and tax laws.

So how do you hire financial auditors? What follows are some tips for finding top financial auditors on Upwork.

How to shortlist financial audit professionals

As you’re browsing available financial audit consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Certified public accountant (CPA) accreditation. Some audits, such as the SOC (Service Organization Control) 1 and SOC 2 reports, must be performed by a CPA.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., auditing a 501(c)(3) nonprofit organization).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial auditor.

How to write an effective financial audit job post

With a clear picture of your ideal financial auditor in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective financial audit job post should include:

  • Scope of work: From tax audits to compliance reports, list all the deliverables you’ll need.
  • Project length: Your job post should indicate whether this is a smaller or larger project.
  • Background: If you prefer experience with certain industries, accounting software, or regulations, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to audit your financial statements? Log in and post your financial audit job on Upwork today.

FAQS FOR HIRING FINANCIAL AUDITORS

How much does it cost to hire a financial auditor?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial auditor may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial audit more competitively.

Which one is right for you will depend on the specifics of your project.

How long should you contract a financial auditor to complete your project?

As difficult as it is to estimate how long you will need a financial auditor, budgeting time is very important to keeping your project on track.

Be prepared to budget more time for more-demanding financial audit projects. For example, auditing the bookkeeping records of a small business will typically take less time than auditing an enterprise’s financial assets.

What are the steps involved to hire financial auditors?

Here’s how to hire financial audit consultants in four simple steps:

  1. Identify your project needs, whether it’s auditing cash flow statements or financial reporting policies.
  2. Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., acquiring a third-party audit opinion for a business-loan application).
  3. Review proposals and shortlist potential financial auditors for unique skills needed to bring your project to life (e.g., auditing financial statements in preparation for a merger).
  4. Interview financial audit talent to gauge whether they’re the right fit for your project.
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